Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Enger is a financial advisor at Creative Planning. Matthew has been a financial advisor for over 20 years and is registered to provide investment advice in Texas and Utah. Matthew has a strong background in providing financial planning and investment management services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Matthew also holds a Series 63, Series 66, Series 7, Series 9, and Series 10 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
08/21/2013 - Present
Creative Planning (OVERLAND PARK KS)
UT
11/10/2000 - 08/01/2013
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 02/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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